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$3.9 trillion
In invested assets globally
As of 12/31/2022
Your legacy is about more than finances. It's about the values, people and causes you care about. So when it comes to legacy planning, we strive to understand what matters to you and how you hope to be remembered. With these insights, we can then work with you and your other professional advisors to structure a plan for leaving behind a legacy that lasts for generations.
Senior Vice President–Wealth Management
Sam Mineo provides customized solutions for managing the day-to-day financial affairs of high net worth families and high income individuals. He has over 17 years of financial industry experience and recently acquired the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Prior to joining UBS, Sam was the Senior Wealth Advisor for Nevada State Investment Services, a division of Nevada State Bank. Sam was also a partner in a successful independent wealth management firm that was acquired by Nevada State Bank. Sam received his B.S. in Finance from the University of Nevada, Las Vegas. He enjoys serving on the board of the UNLV Football Foundation and volunteering his time in the community. Sam and his wife, Jill, have three children.
Education
Credentials
Senior Vice President–Wealth Management
Sam Mineo provides customized solutions for managing the day-to-day financial affairs of high net worth families and high income individuals. He has over 17 years of financial industry experience and recently acquired the Certified Exit Planning Advisor (CEPA) designation from the Exit Planning Institute. Prior to joining UBS, Sam was the Senior Wealth Advisor for Nevada State Investment Services, a division of Nevada State Bank. Sam was also a partner in a successful independent wealth management firm that was acquired by Nevada State Bank. Sam received his B.S. in Finance from the University of Nevada, Las Vegas. He enjoys serving on the board of the UNLV Football Foundation and volunteering his time in the community. Sam and his wife, Jill, have three children.
Education
Credentials
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.
$3.9 trillion
In invested assets globally
As of 12/31/2022
51 countries
Our global footprint
Global leader
UBS is a world-leading wealth manager
